See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FROST BANK10+ years Filed as: FROST BROKERAGE SERVICES INC Service code 49 · EIN 74-2404030 | Other Services | $13,005 |
FROST BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $7,128 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,827 | $88,083+42.9% | $164,813-23.7% | $74,495+68.9% |
| Participation rate | 69.7% | 73.0%-3.3pp | 78.6%-8.9pp | 67.2%+2.5pp |
| Annual return | 12.10% | 17.26%-5.2pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,467 | $2,593-43.4% | $4,341-66.2% | $2,623-44.1% |
| Participant deferral / active EE | $2,669 | $4,498-40.7% | $6,031-55.7% | $4,346-38.6% |
| Admin fee / account holder | $67 | $2,234-97.0% | $12,690-99.5% | $1,942-96.5% |